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Campbell Ramble

Alexander Campbell

Occasional observations about markets, data, and the broader world.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues121SubscribersRead campbellramble.ai

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Irrational Doomers

The bulk of this ramble comes from a talk I gave this summer at the less.online conference. Nestled deep in the heart of Berkeley, California the conference was hosted by “rationalists” and open to various hyper-online communities. EA was t...

2 months ago
11
2

The Unicorn Economy: The Great Liquidity Drought

Eight years ago, I wrote a (rather long) piece called the Unicorn Economy. The core argument of the piece was a relatively simple concept, but one that a lot of folks had good reason to ignore at the time:

2 months ago
16
3

Reflections on Inflation

Today we’re going to ramble a little bit about inflation. It’s been in the news a bit recently, first when it was on the way up with covid and Ukraine, then when it was on the way down after Powell hiked, and more recently because both US P...

2 months ago
20
4

This is what short vol feels like

Market started falling again tonight, right into the close.

3 months ago
21
0

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Authors

The writers behind this newsletter.

  • Alexander Campbell

    Founder @Rose.AI Previously at Bridgewater, Lehman.

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